| 1 | Betterment LLC | $47.8M | 937,751 | Added |
| 2 | Miracle Mile Advisors, LLC | $36.6M | 717,558 | New |
| 3 | Heartwood Wealth Advisors LLC | $22.5M | 442,405 | New |
| 4 | STIFEL FINANCIAL CORP | $17.0M | 333,861 | Trimmed |
| 5 | GoalVest Advisory LLC | $15.7M | 307,340 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 264,601 | New |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.5M | 264,570 | Added |
| 8 | Asio Capital, LLC | $9.1M | 177,664 | Added |
| 9 | Mariner, LLC | $8.3M | 163,319 | New |
| 10 | Pinion Investment Advisors, LLC | $7.2M | 142,234 | Added |
| 11 | Capital Advisors Wealth Management, LLC | $6.3M | 122,703 | Added |
| 12 | Retirement Planning Group, LLC | $6.2M | 122,173 | Added |
| 13 | GENTRY PRIVATE WEALTH, LLC | $5.3M | 104,054 | Added |
| 14 | MIRAE ASSET SECURITIES (USA) INC. | $5.1M | 100,000 | New |
| 15 | GOLDMAN SACHS GROUP INC | $4.6M | 90,482 | Added |
| 16 | JPMORGAN CHASE & CO | $4.4M | 85,564 | Added |
| 17 | FLOW TRADERS U.S. LLC | $4.3M | 83,878 | Added |
| 18 | JANE STREET GROUP, LLC | $4.2M | 81,954 | Added |
| 19 | Sowell Financial Services LLC | $3.6M | 70,441 | Added |
| 20 | Berger Financial Group, Inc | $3.5M | 68,042 | Added |
| 21 | Farther Finance Advisors, LLC | $3.4M | 66,180 | Added |
| 22 | Redhawk Wealth Advisors, Inc. | $1.8M | 34,487 | Added |
| 23 | FIRST AMERICAN TRUST, FSB | $1.6M | 32,212 | Added |
| 24 | LPL Financial LLC | $1.5M | 30,242 | Added |
| 25 | &PARTNERS | $1.2M | 22,799 | Hold |